+60.7%
UBER vs USAR
+74.5%
-13.8%
-34.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | USAR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.5% | +0.3% | -3.8% | -3.5% |
| 7D | -2.8% | +2.3% | -5.1% | -2.8% |
| 30D | -2.5% | -8.6% | +6.1% | -2.4% |
| 3M | +4.4% | -20.5% | +24.9% | +4.6% |
| 6M | -2.7% | +1.2% | -3.9% | -3.0% |
| YTD | -10.5% | +48.4% | -58.9% | -11.7% |
| 1Y | -22.5% | +30.6% | -53.1% | -23.6% |
| 3Y | +54.8% | +73.6% | -18.8% | +83.9% |
| All | +60.7% | +74.5% | -13.8% | +96.3% |
Cumulative growth
Daily Returns
Daily percentage return beside USAR.
Daily Out/Under-Performance
Portfolio return minus USAR return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × USAR return. Early observations use the first valid beta; later observations use the trailing beta estimated for each date.
Cumulative Out/Under-Performance
Relative wealth over 5y: compounded portfolio wealth divided by compounded USAR wealth, less one. Both series rebase at the selected span's start.
Cumulative Alpha
Compounded beta-adjusted residual returns apply the first valid beta to early observations, then the trailing beta ending on each date.
Updating return analytics…
5y analysis · Full analysis span regression · 6 months rolling